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docuWeaver: Document Generation, Signing & Management (Formerly FTP Attachments)
Generate, sign, and manage all types of documents from one place
- Industries
- Horizontal ProductAutomotiveFinancial Services
- Business Need
- IT & AdministrationDocument ManagementDocument Generation
- Requires
- None
- Compatible With
- Service CloudExperience CloudFinancial Services Cloud
docuWeaver helps you generate, sign, manage, store, and access documents within Salesforce, whether they are quotes, proposals, invoices, purchase orders, contracts, NDAs, or reports, making your document lifecycle easier to handle.
Highlights
Document Generator: ✅ Visual Data Extractor Without SOQL ✅ Point-and-Click Configuration ✅ Apply Conditions, Loops, and Formulas Within Documents ✅ Auto-Select Document Templates Based on Conditions ✅ Prebuilt Templates ✅ Automated Document Generation
Document Generator: ✅ Personalized Email Templates ✅ Automated Email Generation ✅ Auto-Select Email Templates Based on Conditions ✅ Send Emails with Record Data & Generated or Static Documents ✅ Set Custom Senders per Email Template (Outlook, Gmail, etc.)
Document Generator: ✅ Generate Word Document ✅ Generate PDF Document ✅ Preview, Download Generated Documents ✅ Contract, Invoice, Quote Generation ✅ Store Generated & Sent Documents in Your Preferred External Storage.
E-Signature Integration: ✅ Multiple eSignature Tool Support: DocuSign, Adobe Sign ✅ Fetch & Add Multiple Signer Details Directly from Records. ✅ Send Multiple Documents for Signing in One Click ✅ Track Each Signer’s Status in Salesforce
E-Signature Integration: Sign - ✅ NDAs ✅ Contracts ✅ Proposals ✅ Quotes
E-Signature Integration: ✅ Post-Signing Automation (Send emails, update records, trigger next steps) ✅ Store Signed and Unsigned Documents in Your Preferred External Storage ✅ Admin/User Defined Actions ✅ Dedicated Support Team
Document Management: ✅ Multiple Storage Solutions: 1. Amazon S3 2. Azure 3. Google Drive 4. SharePoint 5. Salesforce Files ✅ Store Files Across Different Storage Regions Based on User or Client Location
Document Management: ✅ Define File Size & Type for Specific Storage ✅ Search Files by Name or Content ✅ Organize Files with a Customizable Folder Structure ✅ Migrate Salesforce Files to External Cloud Storage ✅ Copy or Move Files Across Storages
Document Management: ✅ Automated Folder Creation ✅ Bulk File Uploads ✅ Use on Record Pages, Screen Flows & Experience Sites ✅ Custom Object Support ✅ Secure Document Access ✅ Track Document Versions ✅ Background Uploads for Large Files
Provider Details
Enzigma
Pune, MH, India
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2002
Website
Email
Phone
+1 (302) 597-9175Are you looking to transform the way you do business? Enzigma can help. Orektic is a product company founded by the creators of Enzigma (since 2002), one of India's earliest Salesforce AppExchange adopters and service providers, Orektic is at the forefront of cloud-based solutions that can take your business to the next level. We understand that your business deserves the best, so we've created a suite of intuitive, interactive, and easy-to-use products that require minimal customization and are ready to go right out of the box. Our solutions can help you implement new business strategies, streamline workflows, and boost your bottom line. At Enzigma, we don't just stop by providing you with our world-class products. Our dedicated support team is always on hand to help you every step of the way, from planning and design to development and implementation. With Enzigma, you get a partner that is committed to your success. So, if you're looking to take your business to new heights, look no further than Enzigma.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
In Standard Plan, each user can generate up to 1,200 documents per year. Additional document generation capacity can be purchased as needed. The Unlimited Plan allows users to generate as many documents as they need, with a minimum of 10 users.
Document Management (Native)
$5 USD/user/month
Document Generation - Standard
$15 USD/user/month
Document Generation - Unlimited
$30 USD/user/month